Winning Clients in a Wired World - Front Cover








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“Very few books get you talking to yourself, saying thigs like "Wow, I didn't know that!" or "THAT will be extremely helpful." This book is one of them. What makes it a must read for those of us in the financial services industry is that it's written for us. It's full of ideas for making our professional lives more manageable.”
—Charles Kittredge, Senior Vice President of Marketing
National Life Insurance Company

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If you're ready to own your copy of Winning Clients in a Wired World, click here.

Purchase Premium Worksheets

Or maybe you want to purchase the forms and worksheets included in the book to make designing and implementing your improvement plan easier. The templates in this package will save you hours of time in organizing your business improvement efforts, from mapping out what you do to inventorying what you own to collecting information on the audiences you're targeting, and more. Guaranteed! Here's what's included:

1. Software Inventory Summary
2. Program Feature Worksheet
3. Workflow Worksheet
4. Online Research Checklist
5. Communication Planning Worksheets
6. Macro Writing Worksheet
7. Task Delegation Worksheet
8. Top Client Profile

Click here to purchase the forms.